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Seeking advice
Seeking advice

Need advice on something sales related?
Here you can experts and others in a similar situation as yourself.

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As a general rule, the best CRM for you is the one that you and your teams actually use. I'd recommend picking a platform that fits with how you work and has the capabilities you think you need or will need. And then make it work for you.

Most CRMs are veery adaptable and can be configured in several watys. You can also bolt on additional apps through integrations, and it gets complex fast, regardless of platform.

With that proviso, and based on your description, I feel pretty good about Pipedrive for it's ease of use, active support and flexibility... (More)

Workflow and dialer integration to follow up on marketing mailers and for appointment setting

Does anyone have ideas for workflow and integration configs to automate prospecting efficiently for a solo operator consultant? 

I've looked at dialers (Phoneburner, others) and have Mailchimp account for marketing and frankly feel overwhelmed by the options. So what could a good budget to mid-level solution look like for a solo consultant making 10-15+ calls per prospect and with anywhere from 50-300 live leads?

quotations

We operate an engineering company which relies on winning specific metalwork packages for construction projects.

In order to submit our prices to various building companies which are tendering on these projects we need to submit supply and install (sometimes supply only) quotations. 

Submitting quotations at tender stage can be fairly time consuming and we are looking at streamlining the process with pipedrive.

Is anyone here currently doing something similar?

Would love to hear from anyone currently using the platform trying to achieve something similar.